Overview

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Integrations connect Leena AI to the external systems your organization uses — HRIS, ITSM, identity providers, collaboration tools, and more. Once connected, they become available in Workflows Studio and Skill Studio, so automated workflows and AI Colleagues can act on your enterprise systems.

Every integration is set up from the Unified Dashboard. No custom development is required.

Note: Knowledge connectors — used to sync content into Leena AI's knowledge base — are managed separately under Knowledge Management settings. This page covers integrations used in Workflows Studio and Skill Studio.


How integrations are used

Once an external system is connected, it becomes available in two areas of the platform.

WhereWhat the integration provides
Workflows StudioConnected systems expose actions that can be used as steps in a workflow, letting a single process span multiple systems.
Skill StudioIntegrations surface as MCP (Model Context Protocol) tools that can be assigned to AI Colleague tools, so an AI Colleague can retrieve data or take action during an employee conversation.

How you enable and configure an integration inside Workflows Studio or Skill Studio depends on the connector and the use case. Refer to the documentation for each.

Setting up an integration

Browse the catalog

The integration catalog lives at Unified Dashboard → Integrations. Each entry shows the integration's name, description, and current connection status.

You can browse the full catalog or search by name. The list grows as new integrations are added to the platform.

Connect a system

Select an integration from the catalog and follow its setup flow. Authentication requirements and configuration steps vary by connector — for step-by-step instructions, open the dedicated guide linked from the integration's detail page.

Once the connection is established, it appears on the integration's connection details page.

Manage a connection

Every connected integration has a connection details page where you can check its status and update its configuration. If a connection needs attention — a credential issue, for example — you fix it from this page.

Connections & authentication concepts

Every connector runs on top of a connection. The sections below cover what all connectors share: what a connection is, how authentication works, whose identity the Agent acts under, how access stays valid over time, and how the platform keeps repeated actions safe. Learning these once lets you set up and govern any integration with confidence, instead of relearning the basics connector by connector.

Connections

A connection is the authenticated bridge between your Leena AI Agents and a third-party application. It holds everything the platform needs to talk to that system on your behalf: where to send requests, and the credentials that authorize them. Actions, tool discovery, and background data lookups — such as populating dropdowns — all run in the context of a connection.

A connection keeps two kinds of information separate:

  • Connection settings — endpoints, identifiers, and other non-secret configuration. Stored as plain configuration the platform can read and display.
  • Credentials — secrets such as keys, passwords, and tokens. Stored encrypted, and decrypted only at the moment a request is actually made.

This separation lets administrators view and manage a connection without ever exposing its secrets.

Each connection also has an enabled state that acts as a master switch. Disabling a connection immediately removes its connector from action execution, tool discovery, and background lookups — without deleting any configuration. You can suspend an integration and re-enable it later without rebuilding it.

Authentication methods

When you set up a connection, the connector determines how it proves its identity to the third-party system. Leena AI supports a range of methods so each connector can use whatever its provider expects.

MethodHow it authenticatesTypically used for
API keyA static key issued by the provider is sent with each requestSimple server-to-server access
Basic authenticationA username and password are encoded and sent on each requestSystems that expose basic-auth endpoints
Bearer tokenA static token is sent in the request's authorization headerProviders that issue long-lived tokens
OAuth 2.0The platform exchanges credentials for an access token and refreshes it automaticallyModern apps that support delegated, token-based access
Service-account OAuthA trusted system identity (for example, certificate- or assertion-based) obtains tokens without an interactive sign-inBackend integrations that act as the organization
CertificateA client certificate and private key establish a mutually authenticated connectionSystems that require certificate-based trust
No authenticationThe connection stores only endpoint configuration and sends no credentialsOpen endpoints, or systems where access is handled elsewhere

Whichever method a connector uses, the same security principle applies: credentials are stored encrypted, decrypted only when a request is made, and kept separate from non-secret connection settings.

Admin OAuth vs User OAuth

Authentication also answers an important governance question: when an Agent acts on a connected system, whose identity and permissions does it use? Leena AI supports two models.

Admin OAuth (shared connection). An administrator configures one connection that every Agent and workflow shares. All actions run under that single, centrally governed identity, regardless of which employee triggered them. This fits system-to-system automation — creating tickets, reading records, posting to a shared channel — where the action should always run with the same access.

User OAuth (per-user authentication). Some scenarios require the Agent to act as the individual employee rather than a shared account — creating a file in the requester's own drive, for example, or taking an action that should respect that person's own permissions. Each user authorizes the connection with their own account the first time a workflow needs it: the platform prompts them to sign in, then resumes the workflow automatically. After that first authorization they are not asked again unless their access expires or is revoked. For the complete user-authorization flow, see End-user OAuth on connections.

Admin OAuthUser OAuth
Who configures itAn administrator, onceEach employee, on first use
Identity actions run underA single shared service identityThe individual employee's account
Permissions appliedThe shared connection's accessEach user's own access in the target system
User prompted to sign inNoYes, the first time a workflow needs it
Best suited forSystem-to-system automation with consistent, centrally governed accessActions that must run under each user's own permissions

Note: Whether a connector uses Admin OAuth or requires User OAuth is configured on the connector itself in Integrations, not in the workflow builder. A few connectors — such as Pipedream and custom MCP connectors — let you choose between the two to match your use case.

OAuth token refresh

OAuth 2.0 connections rely on an access token to authorize each request. These tokens are short-lived by design and expire periodically. Leena AI manages their full lifecycle so connections do not break as tokens expire.

Automatic refresh

Before each action, the platform checks the access token. If it has expired — or is within a short buffer before expiry, five minutes by default — Leena AI uses the stored refresh token to obtain a new access token, saves it, and continues the request. This happens transparently, with no interruption and no manual intervention.

Refresh works the same way for Admin OAuth and User OAuth connections; where access is per-user, each employee's tokens are refreshed independently. For this to work the provider must issue a refresh token, so Leena AI requests long-lived (offline) access wherever the provider supports it. Some providers issue non-expiring tokens, which the platform recognizes and never needs to refresh.

Non-refreshable credentials and expiry reminders

API keys, static bearer tokens, and certificates cannot refresh themselves. For these, credential expiry reminders help you stay ahead of expiry — configurable email notifications (30, 60, or 90 days, or a custom window before expiry) sent to chosen recipients. This prompts your team to rotate credentials before a connection stops working, so integrations do not fail silently.

Idempotency

When Agents act on external systems, an action call occasionally has to be retried — because of a network blip, a slow response, or a transient gateway error. Without safeguards, a retry could create the same ticket twice or send a duplicate notification. Leena AI prevents this through idempotency: the guarantee that retrying the same action does not cause it to happen more than once.

How it works

Every action call is tagged with a unique idempotency key. If the platform has to retry that call, it reuses the same key, so both Leena AI and the target system can recognize it as the same request rather than a new one. De-duplication applies for up to 24 hours per key.

Replays and in-progress requests

ScenarioWhat happens
The same call is retried after it already completedThe original result is returned (replayed); the action is not run again
The same call is retried while the first is still in progressThe duplicate is briefly held off and asked to retry, so only one execution proceeds
The same key arrives with a different requestIt is rejected, preventing one key from being reused for a different operation

The net effect: transient failures and automatic retries do not turn into duplicate side effects — no double tickets, duplicate calendar events, or repeated messages — while genuine new requests still go through normally.

Getting started

  1. Open Integrations from the Unified Dashboard dropdown.
  2. Find the system you want to connect.
  3. Follow the guided setup for that connector.
  4. Once connected, refer to the Workflows Studio or Skill Studio documentation to start using the integration.

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